Data Openness 2025
NextWealthā€™s upcoming report, Data Openness, will be released soon. This report is part of our Adviser Tech Stack series. Inconsistent, poorly structured data remains a major source of inefficiency for financial advice firms.
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FABB Series
Our annual Financial Advice Business Benchmarking (FABB) study offers a comprehensive snapshot of financial advice practices in the UK, providing trends tracked over the past 5 years.
In 2023 we have partnered with the CISI and PIMFA to provide these insights.
The report offers advice professionals insights into the size of advice firms, investment proposition, fees and charges, technology infrastructure, growth, recruitment and their clients. How does your practice compare?
Smoothed Managed Fund Proposition & Distribution Report 2025
The FCAā€™s Retirement Income and Advice Review has highlighted the need for financial advisers to reassess their retirement planning strategies, focusing not just on investment risk but on broader client needs. We believe this shift will drive increased demand for both smoothed and guaranteed income products. At NextWealth,Ā we are due to launch a report focused on growing the smoothed funds sector.
MPS Asset Update June 2025
NextWealthā€™s MPS Asset Update June 2025 is part of our ongoing research into the investment propositions used by financial advisers. This report, updated bi-annually, is based on data from 54 DFMs, more than in any previous report.
NextWealth Live 2025 Report
On 18 March 2025, we hosted our flagship event, NextWealth Live. This conference report captures the key themes, thought-provoking discussions, and standout moments from the day.
Consolidator and Aggregator Report 2025
NextWealth has published the third update to the Consolidator and Aggregator Report. This report is aimed at anyone interested in market dynamics and the strategy sitting behind financial advice firm acquisition.